Greater Boston

Exit Planning Exchange Summit 2022


We want to welcome everyone to the Greater Boston – Exit Planning Exchange Summit 2022, our annual signature event.  We want to thank Annual Summit 2022 Sponsor Nutter Law for hosting the in-person event at their wonderful conference facility in the Seaport.  Thank you also to every Summit Committee member who worked tirelessly over the last few months to put this content together for you.

We find ourselves in unprecedented times. A pandemic that has disrupted the way we do business.  Some private businesses have struggled and others have changed and are thriving. These companies are adapting, changing, disrupting and planning as they look ahead towards a future exit.  What direction do we take? What changes can we make? Who can help us?

These ever-changing dynamics facing business like employment, inflation, supply chain, government policy and general economic conditions are putting heavy pressure on successful exits as business owners and their advisors adapt to the changing landscape.

The theme of the 2022 XPX Summit is “Navigating Unprecedented Times”.  The panels will be on running an efficient and scalable business, business challenges owners have been facing and the human capital side of planning for growth and exit.  These panels will discuss advanced planning and looking forward to how we business owners have adapted and how we are planning for the future.  We will discuss these ever-changing dynamics with panels and speakers with business owners and their advisors.

Our objective is to share the collective knowledge and experiences of the Greater Boston business community and provide our attendees with information to help them navigate these unprecedented times ultimately leading to a successful business transition.  Thank you for attending the Summit.  We hope there are key takeaways that will help you and your business during these unprecedented times.


Lynn Schade and Dave Poulin


Summit Venue Host

Summit Venue Host

Summit Sponsors

Annual Sponsors